AWM

AE Wealth Management Portfolio holdings

AUM $15.7B
1-Year Est. Return 17.63%
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$823K ﹤0.01%
14,374
+309
1227
$817K ﹤0.01%
12,789
-4,598
1228
$812K ﹤0.01%
10,167
+1,404
1229
$812K ﹤0.01%
10,939
+1,231
1230
$811K ﹤0.01%
24,532
+10,168
1231
$811K ﹤0.01%
+8,167
1232
$801K ﹤0.01%
33,516
-46,390
1233
$800K ﹤0.01%
+28,506
1234
$797K ﹤0.01%
16,703
-4,057
1235
$796K ﹤0.01%
16,826
-642
1236
$794K ﹤0.01%
18,310
-208,391
1237
$794K ﹤0.01%
15,523
-8,525
1238
$793K ﹤0.01%
29,301
+2,914
1239
$793K ﹤0.01%
6,080
+1,874
1240
$793K ﹤0.01%
7,525
-7,415
1241
$790K ﹤0.01%
13,082
+4,334
1242
$788K ﹤0.01%
6,162
+420
1243
$788K ﹤0.01%
44,872
+6,291
1244
$786K ﹤0.01%
9,345
+2,258
1245
$783K ﹤0.01%
2,832
+144
1246
$783K ﹤0.01%
24,005
+8,876
1247
$779K ﹤0.01%
+28,532
1248
$777K ﹤0.01%
7,115
-34,900
1249
$775K ﹤0.01%
+27,091
1250
$771K ﹤0.01%
29,756
+19,254
48 49
50
51 52